Adam J Bellamy

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 11/2021
  Wells Fargo Bank, N.A.
  Denver, CO
• 03/2015 → 05/2017
  Wells Fargo Bank, N.A.
  Ft. Meyers, FL
• 11/2021 → Present
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-89178|OrgNmn:5280 Kicks LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Shoe Reselling|Invst Rel:N|Title:Member|Duties:Buy, list and sell inventory |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-88880|OrgNmn:NutriThrive Fitness|Org Addr:Highlands ,Colorado,US|OBA Nature:Fitness coaching and nutrition|Invst Rel:N|Title:Managing Member|Duties:Book keeping |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-64491|OrgNmn:Little Hickory, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Holds real estate property|Invst Rel:Y|Title:Managing member|Duties:Manage rental property|StrtDt:03-26-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-64489|OrgNmn:Lowdermilk Holdings, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Holding company of rental prop|Invst Rel:Y|Title:Managing Member|Duties:Manage real estate properties|StrtDt:10-07-20|TotHrs/mon:2|TrdHrs/mon:0|OBA-64490|OrgNmn:Delnor-Wiggins, LLC|Org Addr:Highlands ,Colorado,US|OBA Nature:Holds rental property|Invst Rel:Y|Title:managing member|Duties:Manage rental property|StrtDt:03-22-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-68702|OrgNmn:Govenor's T&C, LLC|Org Addr:Harrisonvi,Missouri,US|OBA Nature:Real Estate Holdings|Invst Rel:Y|Title:Managing Member|Duties:None|StrtDt:05-23-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31

Other Names

• Adam Joseph Bellamy
• Adam J Bellamy